Thank you for waiting! The NextKick Admin app now works on tablets, including iPad. Our November 9 update also brings new ways to start and stop workflows, a faster way for families to fix a failed payment, a home screen you can customize, BJJ rank presets and a side-by-side Conversations view. Here's a quick look at each one and where to find it.
In this update
Workflows: More ways to start a workflow · Start when a tip is assigned · Stop conditions · AI first in New workflow
Payments & invoices: Families can pay a failed charge right away · Set a default card from the update link · Cash for autopay memberships on forms · Groups and tags on new invoices · Filter by event
Home & members: Customize Home · Member ID in the student app · Easier-to-read notes · Clearer "log in again" messages
Messaging: Side-by-side conversations · Longer emails
Ranks & apps: BJJ rank presets · The admin app on tablets
Workflows
More ways to start a workflow
Start a workflow when a member attends a class, or on a date: the membership payment date, a specific date, or a set time after the member's last attendance. You can pick the class or promotion test a workflow starts from, and AI can pick them too when it drafts a workflow. Date-based workflows are checked once a day at 10 AM in your school's time.
Where: Marketing Tools › Workflows › open a workflow › Start › What starts this
Start a workflow when a tip is assigned
Choose When a tip is assigned to send a message when a member gets a new tip, such as a congratulations text. Pick a tip, or leave it empty for any tip.
Where: Marketing Tools › Workflows › open a workflow › Start › When a tip is assigned
End a run early with stop conditions
Choose when a member's run should end: when they enroll, are marked as lost, are no longer a lead, book a trial or attend a trial. The remaining steps aren't sent, and Run history shows the run as Exited.
Where: Marketing Tools › Workflows › open a workflow › ⋮ › Workflow settings › Stop conditions
AI comes first in New workflow
Add workflow now opens with the Workflow AI box at the top. Describe what you want, or click an example under Try an example, then click Build with AI. Templates and Start from a blank canvas are below it.
Where: Marketing Tools › Workflows › Add workflow
Payments & invoices
Families can pay a failed charge right away
The link in a failed-payment notice now opens the membership that failed. Once the family adds a new card and confirms, NextKick charges the missed payment right away instead of waiting for the next retry.
Where: The failed-payment email, text and push notification families receive
Set a default card from the payment update link
Families can make a saved card the default from the payment update link. If Let students update membership payment cards is on, they're then asked whether to use it for their memberships.
Where: Payment update link › ⋮ next to a card › Set as default
Take cash for autopay memberships on forms
You can now turn on Cash on a sign-up form that sells a membership with autopay. When a family chooses Cash, the membership is set up as Auto Invoice: NextKick creates each invoice on schedule, and you collect the payment. The form builder shows a notice when you turn Cash on.
Where: Marketing Tools › Forms › open a form › Payment Methods › Cash
Add groups and tags when you create an invoice
Pick a Group and a Tag when you create an invoice. They're added to each member on the invoice, so you can easily follow up with everyone who signed up for a camp or tournament.
Where: Payments › Invoices › Create Invoice
Filter invoices and transactions by event
Set Revenue type to Events, then choose the event under Event to see only that event's invoices or payments.
Where: Payments › Invoices or Transactions
Home & members
Customize Home
Choose which sections appear on your home screen. A section you turn off disappears from Home for all staff at your school.
Where: The arrow next to your profile picture at the top right › Customize Home
Member ID in the student app
My Profile in the student app now shows the student's Member ID, the number they enter to check in at the kiosk.
Where: Student app › My Profile
Learn more: https://help.nextkick.ai/en/articles/17727567-what-families-can-do-in-the-nextkick-student-app
Easier-to-read member notes
Long notes on a member's profile now show the first 3 lines. Click View to read the whole note.
Where: Accounts › Profiles › open the member › Notes
Clearer "log in again" messages
When NextKick signs you out, the message now tells you why: an update was released, your permissions changed, or your session expired.
Where: The sign-in message in the admin
Learn more: https://help.nextkick.ai/en/articles/17723621-how-to-log-in-to-nextkick-and-reset-a-password
Messaging
Side-by-side conversations
On a computer, Conversations now shows your list on the left and the open conversation on the right. Click the member's name or photo at the top of a conversation to open their profile.
Where: Communications › Conversations
Longer emails
Emails can now be up to 10,000 characters, up from 5,000.
Where: Communications › Messages › Email
Learn more: https://help.nextkick.ai/en/articles/17340747-how-to-send-emails-push-notifications-and-text-messages
Ranks & apps
BJJ rank presets
When you create a rank system, you can start from BJJ Adult (IBJJF), with 5 belts from White to Black, or BJJ Kids (IBJJF), with 13 belts from White to Green/Black.
Where: Settings › School Setup › Rank system › Create a rank system
The admin app on tablets
The NextKick admin app now works on tablets, including iPad, so it works well at your front desk. To leave Self Check-in mode in the app, close the app completely and open it again.
Where: App Store or Google Play › NextKick admin app
Learn more: https://help.nextkick.ai/en/articles/18306265-how-to-download-and-use-the-nextkick-admin-app
New names
In Attendance History, Check-in Type now shows Class Check-in (was Group Check-in) and Appointment Check-in (was Manual Check-in).
The switch on each home card is now called Collapse.